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Artesian Resources Corporation (ARTNA)

USD34.66 +0.24 (+0.70%)
US NASDAQ Utilities Regulated Water
Address 664 Churchmans Road 19702
Newark, DE, US
CEO Nicholle R. Taylor
IPO 1994-04-28
CIK 863110 ISIN US0431132085

Explore sections of this company profile

Also trades on NASDAQ Global Select · ARTNA (USD) Other OTC · ARTNB (USD)
Description

Established in 1905 and headquartered in Newark, Delaware, Artesian Resources Corporation, through its various subsidiaries, delivers water, wastewater, and a range of associated utility services across Delaware, Maryland, and Pennsylvania. The company supplies water for residential, commercial, industrial, governmental, municipal, and utility consumption, along with supporting public and private fire protection, throughout these three states. In Delaware, it provides comprehensive wastewater collection, treatment facilities, and related services. Beyond its primary utility operations, Artesian offers contract water and wastewater services, protective plans for water, sewer, and internal service lines, and comprehensive wastewater management. Its capabilities also encompass design, construction, and engineering services within the utility sector. Furthermore, it extends support to other water utilities by managing their operations and billing. The corporation holds various real estate assets, such as land for its offices and for water and wastewater treatment facilities, and its portfolio also includes the design, installation, maintenance, and repair of stormwater management systems. By December 31, 2021, Artesian's extensive network, comprising 1,368 miles of transmission and distribution mains, served approximately 91,700 customers in Delaware, 2,500 in Maryland, and 40 in Pennsylvania.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD34.66 +0.24 (+0.70%)
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Volume Profile
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Liquidity & share structure
Average Volume
40.7K
Beta
0.34
Float Shares
9.33M
Free Float %
90.7%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+2.11% +2.95% -1.26% -1.17% +1.36% +3.89% -1.91% -40.64% -14.97% +19.77% +571.57%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (4 ratings, all time) Buy
Price Targets & DCF
Current price
34.66
Ratings Trend (MoM) 100% Bullish
Rating 2026-02 Change
Strong Buy 0 0
Buy 1 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Quality scores
Altman Z-Score
0.76
Distress
Piotroski F-Score
5 / 9
Average
MOAT Score
5 / 10
Developing
Composite Rating
C-
Overall Score
1 / 5
Low
DCF Score
1 / 5
Low
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
1 / 5
Low
P/E Score
3 / 5
Medium
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • Revenue growth Regulated Water: +6.5%
    +4.6% Q1'26: +7.3% (vs Q1'25)
  • EPS growth Regulated Water: +7.9%
    +11.6% Q1'26: +7.5% (vs Q1'25)
  • FCF margin FCF growth · Regulated Water: +32.9%
    +20.0% Q1'26: -16.2% (vs Q1'25)
  • EBIT margin Regulated Water: +27.3%
    +31.5% Q1'26: +30.0% (vs Q1'25)
  • ROIC Regulated Water: +4.5%
    +6.1% Q1'26: +5.7% (vs Q1'25)
  • Share dilution Regulated Water: +0.0%
    +0.2% Q1'26: +0.2% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Regulated Water: 3.43×
    3.70× Q1'26: 3.95× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.32) × ERP
WACC = 64% × Ke + 36% × Kd (4.8%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 34.66
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2002
actual
Dec 2003
actual
Dec 2015
actual
Dec 2016
actual
Dec 2017
actual
Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
1 Rev. Ana.
1 EPS Ana.
Dec 2027
1 Rev. Ana.
1 EPS Ana.
Revenue
34.60M
est: 34.91M (-0.9%)
36.30M
est: 43.23M (-16.0%)
77.02M
est: 77.17M (-0.2%)
79.09M
est: 78.95M (+0.2%)
82.24M
est: 82.29M (-0.1%)
80.41M
est: 81.88M (-1.8%)
83.60M
est: 85.63M (-2.4%)
88.14M
est: 85.79M (+2.7%)
90.86M
est: 91.00M (-0.2%)
98.90M
est: 96.00M (+3.0%)
98.86M
est: 101.00M (-2.1%)
107.95M
est: 106.00M (+1.8%)
112.94M
est: 113.00M (-0.1%)
117.00M
117.00M – 117.00M
+3.5% YoY
122.00M
122.00M – 122.00M
+4.3% YoY
EBITDA
14.39M
est: 11.37M (+26.6%)
14.55M
est: 10.23M (+42.2%)
34.20M
est: 33.99M (+0.6%)
36.34M
est: 34.77M (+4.5%)
36.45M
est: 36.25M (+0.6%)
34.23M
est: 36.07M (-5.1%)
37.93M
est: 37.72M (+0.6%)
39.12M
est: 37.79M (+3.5%)
39.92M
est: 40.08M (-0.4%)
42.40M
est: 34.27M (+23.7%)
42.13M
est: 37.36M (+12.8%)
50.12M
est: 46.56M (+7.6%)
49.42M
est: 49.63M (-0.4%)
51.39M
51.39M – 51.39M
+3.5% YoY
53.58M
53.58M – 53.58M
+4.3% YoY
EBIT
11.00M
est: 10.99M (+0.1%)
10.92M
est: 12.10M (-9.8%)
25.37M
est: 24.02M (+5.6%)
27.15M
est: 24.58M (+10.5%)
26.90M
est: 25.61M (+5.0%)
23.95M
est: 25.49M (-6.0%)
27.13M
est: 26.65M (+1.8%)
27.98M
est: 26.70M (+4.8%)
28.03M
est: 28.33M (-1.0%)
29.78M
est: 22.37M (+33.2%)
28.79M
est: 24.45M (+17.7%)
36.49M
est: 32.95M (+10.7%)
35.61M
est: 35.13M (+1.4%)
36.37M
36.37M – 36.37M
+3.5% YoY
37.92M
37.92M – 37.92M
+4.3% YoY
Net Income
4.17M
est: 4.20M (-0.8%)
3.92M
est: 4.33M (-9.5%)
11.31M
est: 13.18M (-14.2%)
12.95M
est: 14.11M (-8.2%)
13.98M
est: 14.72M (-5.0%)
14.28M
est: 16.06M (-11.1%)
14.93M
est: 16.47M (-9.4%)
16.82M
est: 18.33M (-8.2%)
16.83M
est: 18.22M (-7.7%)
18.00M
est: 15.94M (+12.9%)
16.70M
est: 17.00M (-1.8%)
20.39M
est: 19.80M (+3.0%)
22.82M
est: 22.48M (+1.5%)
20.62M
20.62M – 20.62M
-8.3% YoY
22.69M
22.69M – 22.69M
+10.0% YoY
SGA
175.0K
— – —
— – —
EPS
0.78
est: 0.75 (+4.7%)
0.66
est: 0.91 (-27.5%)
1.26
est: 1.28 (-1.6%)
1.42
est: 1.37 (+3.6%)
1.52
est: 1.43 (+6.3%)
1.55
est: 1.56 (-0.6%)
1.61
est: 1.60 (+0.6%)
1.80
est: 1.78 (+1.1%)
1.79
est: 1.77 (+1.1%)
1.90
est: 1.93 (-1.6%)
1.67
est: 1.63 (+2.5%)
1.98
est: 1.92 (+3.1%)
2.21
est: 2.18 (+1.4%)
2.00
2.00 – 2.00
-8.3% YoY
2.20
2.20 – 2.20
+10.0% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-07 C- 1/5 1/5 1/5 1/5 1/5 3/5 1/5
2026-05-06 B 3/5 1/5 3/5 4/5 3/5 3/5 3/5
2026-05-05 B 3/5 1/5 3/5 4/5 3/5 3/5 3/5
2026-05-04 B 3/5 1/5 3/5 4/5 3/5 3/5 3/5
2026-05-01 B 3/5 1/5 3/5 4/5 3/5 3/5 3/5
2026-04-30 B 3/5 1/5 3/5 4/5 3/5 3/5 3/5
2026-04-29 B 3/5 1/5 3/5 4/5 2/5 3/5 3/5
2026-04-28 B 3/5 1/5 3/5 4/5 2/5 3/5 3/5
2026-04-27 B 3/5 1/5 3/5 4/5 2/5 3/5 3/5
2026-04-24 B 3/5 1/5 3/5 4/5 2/5 3/5 3/5
2026-04-23 B 3/5 1/5 3/5 4/5 2/5 3/5 3/5
2026-04-22 B 3/5 1/5 3/5 4/5 2/5 3/5 3/5
2026-04-21 B 3/5 1/5 3/5 4/5 2/5 3/5 3/5
2026-04-20 B 3/5 1/5 3/5 4/5 2/5 3/5 3/5
2026-04-17 B 3/5 1/5 3/5 4/5 2/5 3/5 3/5
2026-04-16 B 3/5 1/5 3/5 4/5 2/5 3/5 3/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
37.66M
OE per share TTM
3.65
Owner's Yield
11.52%
Maintenance CapEx ratio
694.81%
Maint CapEx / Avg PPE
681.0%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
27
Total invested
28.19M
Insider transactions (90d)
5
Beneficial owners (>5%)
4
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 (1) BlackRock, Inc. 978.8K 10.40% 960.8K 978.8K HC Delaware 2023-10-06
2 The Vanguard Group - 23-1945930 530.9K 5.65% IA Pennsylvania 2024-02-13
3 13-3127734 431.8K 5.10% 431.8K 431.8K HC Delaware 2021-02-10
4 26-0385758 431.8K 5.10% 431.8K 431.8K IA Delaware 2021-02-10

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
27
-66 vs prev Q
New positions
3
Closed positions
69
Increased
12
Reduced
4
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 BLACKROCK, INC. 943.4K +81.2K (+9.4%) 29.82M +1.7M (+6.1%) 9.15% +0.784 pp 0.00% +0.000 pp USD35.24 -10.3% 6 qtrs
2 T. ROWE PRICE INVESTMENT MANAGEMENT, INC. 902.7K -24.2K (-2.6%) 28.54M -1.7M (-5.5%) 8.75% -0.238 pp 0.02% -0.001 pp USD47.86 -34.0% 14 qtrs
3 VANGUARD GROUP INC 510.9K -3.5K (-0.7%) 16.15M -617.4K (-3.7%) 4.95% -0.036 pp 0.00% +0.000 pp USD47.55 -33.5% 76 qtrs
4 RENAISSANCE TECHNOLOGIES LLC 278.5K +400.0 (+0.1%) 8.80M -261.2K (-2.9%) 2.70% +0.003 pp 0.01% +0.002 pp USD30.20 +4.7% 55 qtrs
5 DIMENSIONAL FUND ADVISORS LP 188.7K -5.5K (-2.9%) 5.96M -366.5K (-5.8%) 1.83% -0.055 pp 0.00% 0.000 pp USD30.02 +5.3% 51 qtrs
6 KESTRA ADVISORY SERVICES, LLC 164.8K -23.8K (-12.6%) 5.21M -939.5K (-15.3%) 1.60% -0.232 pp 0.02% -0.007 pp USD43.17 -26.8% 22 qtrs
7 MORGAN STANLEY 160.6K -6.4K (-3.8%) 5.08M -367.3K (-6.7%) 1.56% -0.063 pp 0.00% +0.000 pp USD38.27 -17.4% 51 qtrs
8 ADAGE CAPITAL PARTNERS GP, L.L.C. 150.0K +— (+0.0%) 4.74M -147.8K (-3.0%) 1.45% -0.001 pp 0.01% -0.001 pp USD33.56 -5.8% 3 qtrs
9 COSTELLO ASSET MANAGEMENT, INC 140.0K -2.6K (-1.8%) 4.43M -223.9K (-4.8%) 1.36% -0.026 pp 1.46% -0.093 pp USD36.67 -13.8% 23 qtrs
10 ROFFMAN MILLER ASSOCIATES INC /PA/ 137.3K +19.3K (+16.4%) 4.34M +495.2K (+12.9%) 1.33% +0.187 pp 0.24% +0.022 pp USD29.65 +6.6% 57 qtrs
11 PROSPERA FINANCIAL SERVICES INC 125.6K +8.1K (+6.9%) 3.97M +142.2K (+3.7%) 1.22% +0.078 pp 0.07% 0.000 pp USD33.00 -4.2% 3 qtrs
12 GEODE CAPITAL MANAGEMENT, LLC 109.1K +1.9K (+1.8%) 3.45M -45.1K (-1.3%) 1.06% +0.018 pp 0.00% +0.000 pp USD34.92 -9.5% 64 qtrs
13 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 93.5K +— (+0.0%) 2.96M -92.1K (-3.0%) 0.91% 0.000 pp 0.01% -0.001 pp USD32.60 -3.0% 2 qtrs
14 FIRST MANHATTAN CO. LLC. 86.3K -579.0 (-0.7%) 2.73M -103.9K (-3.7%) 0.84% -0.006 pp 0.01% 0.000 pp USD23.77 +33.0% 51 qtrs
15 BANK OF NEW YORK MELLON CORP 76.5K -5.5K (-6.7%) 2.42M -253.8K (-9.5%) 0.74% -0.053 pp 0.00% 0.000 pp USD31.67 -0.2% 66 qtrs
16 TWO SIGMA ADVISERS, LP 74.2K +1.0K (+1.4%) 2.35M -40.5K (-1.7%) 0.72% +0.009 pp 0.00% 0.000 pp USD39.80 -20.6% 14 qtrs
17 STATE STREET CORP 66.7K +589.0 (+0.9%) 2.11M -46.5K (-2.2%) 0.65% +0.006 pp 0.00% +0.000 pp USD32.89 -3.9% 51 qtrs
18 DEPRINCE RACE & ZOLLO INC 65.9K +9.9K (+17.6%) 2.08M +256.6K (+14.1%) 0.64% +0.095 pp 0.04% +0.003 pp USD40.28 -21.5% 10 qtrs
19 FCA CORP /TX 65.3K -15.9K (-19.5%) 2.06M -581.5K (-22.0%) 0.63% -0.154 pp 0.58% -0.152 pp USD26.34 +20.0% 57 qtrs
20 UBS GROUP AG 64.5K -946.0 (-1.4%) 2.04M -94.3K (-4.4%) 0.63% -0.009 pp 0.00% +0.000 pp USD32.82 -3.7% 45 qtrs
21 GOLDMAN SACHS GROUP INC 62.3K +581.0 (+0.9%) 1.97M -42.4K (-2.1%) 0.60% +0.005 pp 0.00% +0.000 pp USD36.19 -12.7% 27 qtrs
22 RUSSELL INVESTMENTS GROUP, LTD. 61.0K +6.4K (+11.6%) 1.93M +147.2K (+8.3%) 0.59% +0.062 pp 0.00% +0.000 pp USD39.26 -19.5% 19 qtrs
23 NORTH STAR INVESTMENT MANAGEMENT CORP. 59.0K +— (+0.0%) 1.86M -58.1K (-3.0%) 0.57% 0.000 pp 0.12% -0.007 pp USD35.21 -10.2% 7 qtrs
24 TWO SIGMA INVESTMENTS, LP 56.5K -4.5K (-7.3%) 1.78M -200.7K (-10.1%) 0.55% -0.043 pp 0.00% 0.000 pp USD35.96 -12.1% 14 qtrs
25 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 56.4K +— (+0.0%) 1.78M -55.6K (-3.0%) 0.55% 0.000 pp 0.00% 0.000 pp USD35.61 -11.2% 7 qtrs
26 NORTHERN TRUST CORP 54.0K +2.8K (+5.6%) 1.71M +39.6K (+2.4%) 0.52% +0.027 pp 0.00% +0.000 pp USD31.40 +0.7% 51 qtrs
27 PALISADES INVESTMENT PARTNERS, LLC 52.9K +1.2K (+2.2%) 1.67M -14.4K (-0.9%) 0.51% +0.011 pp 0.63% -0.031 pp USD34.88 -9.4% 7 qtrs
28 MARSHALL WACE, LLP 52.0K +7.8K (+17.7%) 1.64M +203.6K (+14.1%) 0.50% +0.076 pp 0.00% +0.000 pp USD34.36 -8.0% 7 qtrs
29 LPL FINANCIAL LLC 43.7K +5.7K (+14.9%) 1.38M +141.7K (+11.4%) 0.42% +0.055 pp 0.00% +0.000 pp USD51.72 -38.9% 12 qtrs
30 MILLENNIUM MANAGEMENT LLC 41.7K +1.9K (+4.7%) 1.32M +20.5K (+1.6%) 0.40% +0.018 pp 0.00% +0.000 pp USD34.95 -9.6% 7 qtrs
31 CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. 41.4K +2.4K (+6.2%) 1.31M +37.7K (+3.0%) 0.40% +0.023 pp 0.00% -0.001 pp USD33.68 -6.1% 6 qtrs
32 RBF CAPITAL, LLC 40.0K +— (+0.0%) 1.26M -39.4K (-3.0%) 0.39% 0.000 pp 0.06% -0.002 pp USD35.11 -10.0% 7 qtrs
33 WELLS FARGO & COMPANY/MN 38.5K +31.5K (+452.0%) 1.22M +990.3K (+435.3%) 0.37% +0.306 pp 0.00% +0.000 pp USD31.83 -0.7% 57 qtrs
34 TREXQUANT INVESTMENT LP 35.6K +12.9K (+56.5%) 1.12M +383.9K (+51.8%) 0.35% +0.125 pp 0.01% +0.002 pp USD32.91 -4.0% 7 qtrs
35 31.3K +— (+0.0%) 990.0K -30.9K (-3.0%) 0.30% 0.000 pp 0.69% +0.057 pp USD32.60 -3.0% 2 qtrs
36 JPMORGAN CHASE & CO 30.7K -4.8K (-13.6%) 969.5K -187.6K (-16.2%) 0.30% -0.047 pp 0.00% +0.000 pp USD35.31 -10.5% 51 qtrs
37 AMERICAN CENTURY COMPANIES INC 24.2K -297.0 (-1.2%) 763.6K -33.5K (-4.2%) 0.23% -0.003 pp 0.00% +0.000 pp USD34.81 -9.2% 8 qtrs
38 GABELLI FUNDS LLC 23.5K +— (+0.0%) 742.8K -23.1K (-3.0%) 0.23% 0.000 pp 0.01% 0.000 pp USD21.99 +43.7% 55 qtrs
39 JANE STREET GROUP, LLC 21.2K -18.7K (-46.8%) 669.9K -629.1K (-48.4%) 0.21% -0.181 pp 0.00% 0.000 pp USD33.01 -4.2% 9 qtrs
40 NEW YORK STATE COMMON RETIREMENT FUND 20.5K +— (+0.0%) 648.2K -20.2K (-3.0%) 0.20% 0.000 pp 0.00% +0.000 pp USD29.47 +7.3% 44 qtrs
41 AMERIPRISE FINANCIAL INC 15.3K +1.1K (+7.5%) 483.9K +19.8K (+4.3%) 0.15% +0.010 pp 0.00% +0.000 pp USD32.53 -2.8% 2 qtrs
42 CITADEL ADVISORS LLC 14.2K -16.8K (-54.2%) 448.2K -560.7K (-55.6%) 0.14% -0.163 pp 0.00% 0.000 pp USD33.40 -5.4% 8 qtrs
43 JANNEY MONTGOMERY SCOTT LLC 13.5K -616.0 (-4.4%) 425.0K -34.0K (-7.4%) 0.13% -0.006 pp 0.00% 0.000 pp USD36.14 -12.5% 14 qtrs
44 R SQUARED LTD 10.8K -4.1K (-27.7%) 340.0K -145.0K (-29.9%) 0.10% -0.040 pp 0.16% -0.050 pp USD32.60 -3.0% 2 qtrs
45 JACOBI CAPITAL MANAGEMENT LLC 10.7K +152.0 (+1.4%) 336.8K -5.5K (-1.6%) 0.10% +0.001 pp 0.02% -0.001 pp USD43.18 -26.8% 17 qtrs
46 QUADRATURE CAPITAL LTD 10.3K +679.0 (+7.0%) 326.4K +12.0K (+3.8%) 0.10% +0.007 pp 0.00% 0.000 pp USD32.53 -2.8% 2 qtrs
47 RAYMOND JAMES FINANCIAL INC 10.1K +524.0 (+5.5%) 317.7K +7.2K (+2.3%) 0.10% +0.005 pp 0.00% +0.000 pp USD31.83 -0.7% 5 qtrs
48 ASSENAGON ASSET MANAGEMENT S.A. 9.6K -9.1K (-48.7%) 303.2K -306.2K (-50.2%) 0.09% -0.088 pp 0.00% 0.000 pp USD32.63 -3.1% 6 qtrs
49 REDMOND ASSET MANAGEMENT, LLC 9.5K +99.0 (+1.1%) 301.1K -6.2K (-2.0%) 0.09% +0.001 pp 0.08% +0.001 pp USD40.20 -21.4% 24 qtrs
50 FRUTH INVESTMENT MANAGEMENT 9.4K +— (+0.0%) 295.0K -9.0K (-3.0%) 0.09% +0.000 pp 0.08% -0.003 pp USD23.17 +36.4% 52 qtrs
51 CULLEN CAPITAL MANAGEMENT, LLC 8.2K +278.0 (+3.5%) 258.1K +1.0K (+0.4%) 0.08% +0.003 pp 0.00% +0.000 pp USD32.61 -3.1% 10 qtrs
52 ATRIA INVESTMENTS, INC 7.9K -1.0K (-11.3%) 251.0K -40.8K (-14.0%) 0.08% -0.010 pp 0.00% -0.001 pp USD32.60 -3.0% 2 qtrs
53 MOORS & CABOT, INC. 7.2K +200.0 (+2.9%) 226.0K -523.0 (-0.2%) 0.07% +0.002 pp 0.01% 0.000 pp USD32.66 -3.2% 4 qtrs
54 BANK OF AMERICA CORP /DE/ 7.1K +381.0 (+5.6%) 225.3K +5.4K (+2.5%) 0.07% +0.004 pp 0.00% +0.000 pp USD39.06 -19.1% 52 qtrs
55 ELCO MANAGEMENT CO., LLC 7.0K +— (+0.0%) 222.1K -6.9K (-3.0%) 0.07% +0.000 pp 0.14% +0.021 pp USD36.15 -12.6% 25 qtrs
56 JOHNSON & WHITE WEALTH MANAGEMENT, LLC 6.6K +— (+0.0%) 210.2K -6.5K (-3.0%) 0.06% +0.000 pp 0.09% -0.008 pp USD41.99 -24.7% 14 qtrs
57 ROYAL BANK OF CANADA 5.8K +480.0 (+9.0%) 183.0K +10.0K (+5.8%) 0.06% +0.005 pp 0.00% +0.000 pp USD34.68 -8.9% 51 qtrs
58 ANCORA ADVISORS, LLC 5.0K +5.0K (+100.0%) 158.1K +158.1K (+100.0%) 0.05% +0.049 pp 0.00% +0.003 pp USD31.61 +0.0% 1 qtrs NEW
59 FMR LLC 4.9K +47.0 (+1.0%) 154.4K -3.3K (-2.1%) 0.05% +0.000 pp 0.00% +0.000 pp USD38.03 -16.9% 30 qtrs
60 BNP PARIBAS ARBITRAGE, SNC 4.3K -1.7K (-28.7%) 136.5K -61.0K (-30.9%) 0.04% -0.017 pp 0.00% +0.000 pp USD34.30 -7.8% 49 qtrs
61 KEY FINANCIAL INC 3.0K +— (+0.0%) 95.6K -514.0 (-0.5%) 0.03% +0.000 pp 0.02% 0.000 pp USD36.77 -14.0% 19 qtrs
62 COPELAND CAPITAL MANAGEMENT, LLC 2.0K +2.0K (+100.0%) 62.8K +62.8K (+100.0%) 0.02% +0.019 pp 0.00% +0.001 pp USD31.61 +0.0% 1 qtrs NEW
63 PNC FINANCIAL SERVICES GROUP, INC. 1.9K +— (+0.0%) 60.4K -1.9K (-3.0%) 0.02% +0.000 pp 0.00% +0.000 pp USD36.19 -12.7% 51 qtrs
64 JONES FINANCIAL COMPANIES LLLP 1.5K +22.0 (+1.5%) 46.1K -538.0 (-1.2%) 0.01% +0.000 pp 0.00% +0.000 pp USD33.35 -5.2% 9 qtrs
65 SRS CAPITAL ADVISORS, INC. 1.2K -2.4K (-66.7%) 37.9K -79.4K (-67.7%) 0.01% -0.023 pp 0.00% -0.001 pp USD38.16 -17.2% 14 qtrs
66 CITIGROUP INC 926.00 +64.0 (+7.4%) 29.3K +1.2K (+4.2%) 0.01% +0.001 pp 0.00% +0.000 pp USD35.16 -10.1% 54 qtrs
67 ADVISOR GROUP HOLDINGS, INC. 833.00 -295.0 (-26.2%) 26.4K -10.8K (-29.0%) 0.01% -0.003 pp 0.00% +0.000 pp USD35.81 -11.7% 24 qtrs
68 ACADIAN ASSET MANAGEMENT LLC 794.00 -625.0 (-44.0%) 25.0K -21.0K (-45.7%) 0.01% -0.006 pp 0.00% +0.000 pp USD32.60 -3.0% 2 qtrs
69 KENTUCKY TRUST CO 500.00 +— (+0.0%) 15.8K -493.0 (-3.0%) 0.00% +0.000 pp 0.01% 0.000 pp USD31.62 0.0% 5 qtrs
70 QUARRY LP 414.00 -764.0 (-64.9%) 13.1K -25.3K (-65.9%) 0.00% -0.007 pp 0.00% -0.006 pp USD32.60 -3.0% 2 qtrs
71 US BANCORP \DE\ 408.00 -49.0 (-10.7%) 12.9K -2.0K (-13.4%) 0.00% -0.001 pp 0.00% +0.000 pp USD34.27 -7.8% 51 qtrs
72 FARTHER FINANCE ADVISORS, LLC 368.00 -63.0 (-14.6%) 11.6K -2.4K (-17.2%) 0.00% -0.001 pp 0.00% 0.000 pp USD32.62 -3.1% 8 qtrs
73 RHUMBLINE ADVISERS 340.00 +— (+0.0%) 10.7K -335.0 (-3.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD35.24 -10.3% 54 qtrs
74 EVERSOURCE WEALTH ADVISORS, LLC 271.00 +271.0 (+100.0%) 8.6K +8.6K (+100.0%) 0.00% +0.003 pp 0.00% +0.000 pp USD31.61 +0.0% 1 qtrs NEW
75 INSPIRE INVESTING, LLC 259.00 +259.0 (+100.0%) 8.2K +8.2K (+100.0%) 0.00% +0.003 pp 0.00% +0.001 pp USD31.61 +0.0% 1 qtrs NEW
76 ADVISORNET FINANCIAL, INC 225.00 +— (+0.0%) 7.1K -222.0 (-3.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD41.45 -23.7% 9 qtrs
77 MANCHESTER CAPITAL MANAGEMENT LLC 200.00 -12.1K (-98.4%) 6.3K -395.6K (-98.4%) 0.00% -0.118 pp 0.00% -0.054 pp USD26.00 +21.6% 51 qtrs
78 WEALTHCOLLAB, LLC 182.00 +182.0 (+100.0%) 5.8K +5.8K (+100.0%) 0.00% +0.002 pp 0.00% +0.002 pp USD31.61 +0.0% 1 qtrs NEW
79 DARWIN WEALTH MANAGEMENT, LLC 155.00 -77.0 (-33.2%) 4.9K -2.7K (-35.2%) 0.00% -0.001 pp 0.00% -0.001 pp USD32.59 -3.0% 2 qtrs
80 VERSANT CAPITAL MANAGEMENT, INC 148.00 +— (+0.0%) 4.7K -146.0 (-3.0%) 0.00% +0.000 pp 0.00% 0.000 pp USD31.61 +0.0% 5 qtrs
81 CORECAP ADVISORS, LLC 143.00 +— (+0.0%) 4.5K -141.0 (-3.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD33.56 -5.8% 3 qtrs
82 GREAT WEST LIFE ASSURANCE CO /CAN/ 122.00 -566.0 (-82.3%) 4.0K -18.0K (-81.8%) 0.00% -0.006 pp 0.00% +0.000 pp USD32.03 -1.3% 5 qtrs
83 VSM WEALTH ADVISORY, LLC 122.00 +— (+0.0%) 3.9K -121.0 (-3.0%) 0.00% +0.000 pp 0.00% 0.000 pp USD31.61 +0.0% 5 qtrs
84 HILLTOP NATIONAL BANK 100.00 +— (+0.0%) 3.2K -99.0 (-3.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD33.56 -5.8% 3 qtrs
85 ALLWORTH FINANCIAL LP 100.00 +— (+0.0%) 3.2K -99.0 (-3.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD34.14 -7.4% 8 qtrs
86 SBI SECURITIES CO., LTD. 97.00 -8.0 (-7.6%) 3.1K -356.0 (-10.4%) 0.00% 0.000 pp 0.00% +0.000 pp USD31.61 +0.0% 5 qtrs
87 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 95.00 +— (+0.0%) 3.0K -94.0 (-3.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD33.56 -5.8% 3 qtrs
88 UBS ASSET MANAGEMENT AMERICAS INC 89.00 +89.0 (+100.0%) 2.8K +2.8K (+100.0%) 0.00% +0.001 pp 0.00% +0.000 pp USD31.61 +0.0% 1 qtrs NEW
89 QUADRANT CAPITAL GROUP LLC 79.00 -1.9K (-96.0%) 2.5K -61.5K (-96.1%) 0.00% -0.018 pp 0.00% -0.002 pp USD32.59 -3.0% 13 qtrs
90 SIGNATUREFD, LLC 66.00 +— (+0.0%) 2.1K -65.0 (-3.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD33.77 -6.4% 11 qtrs
91 FIFTH THIRD BANCORP 51.00 +— (+0.0%) 1.6K -50.0 (-3.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD33.55 -5.8% 3 qtrs
92 PRIVATE WEALTH MANAGEMENT GROUP, LLC 49.00 +— (+0.0%) 1.5K -49.0 (-3.1%) 0.00% +0.000 pp 0.00% +0.000 pp USD39.43 -19.8% 9 qtrs
93 BARE FINANCIAL SERVICES, INC 16.00 +16.0 (+100.0%) 506.00 +506.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD31.56 +0.2% 1 qtrs NEW
94 TOWER RESEARCH CAPITAL LLC (TRC) -1.1K (-100.0%) -35.6K (-100.0%) 0.00% -0.011 pp 0.00% -0.001 pp USD 23 qtrs SOLD
95 FORTITUDE FAMILY OFFICE, LLC -15.0 (-100.0%) -489.0 (-100.0%) 0.00% 0.000 pp 0.00% 0.000 pp USD 3 qtrs SOLD
96 INVESCO LTD. -7.6K (-100.0%) -247.0K (-100.0%) 0.00% -0.074 pp 0.00% +0.000 pp USD 56 qtrs SOLD
97 PARALLEL ADVISORS, LLC -9.0 (-100.0%) -293.0 (-100.0%) 0.00% 0.000 pp 0.00% +0.000 pp USD 3 qtrs SOLD
98 TUDOR INVESTMENT CORP ET AL -7.9K (-100.0%) -258.2K (-100.0%) 0.00% -0.077 pp 0.00% 0.000 pp USD 6 qtrs SOLD
99 PHARVISION ADVISERS, LLC -6.5K (-100.0%) -210.2K (-100.0%) 0.00% -0.063 pp 0.00% -0.118 pp USD 2 qtrs SOLD
100 BRYN MAWR TRUST CO -1.0K (-100.0%) -32.6K (-100.0%) 0.00% -0.010 pp 0.00% -0.001 pp USD 4 qtrs SOLD
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 40 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 State Street SPDR US Small Cap Low Volatility Index ETF SMLV 0.20% 505.7K 0.12%
2 WisdomTree U.S. SmallCap Dividend Fund DES 0.07% 1.56M 0.38%
3 WisdomTree U.S. SmallCap Fund EES 0.04% 267.5K 0.38%
4 Avantis U.S. Small Cap Equity ETF AVSC 0.02% 655.3K 0.25%
5 Vanguard Utilities ETF VPU 0.02% 2.00M 0.09%
6 U.S. Micro Cap Portfolio ETF DFMC 0.01% 1.17M 0.43%
7 iShares U.S. Infrastructure ETF IFRA 0.01% 332.6K 0.30%
8 Dimensional - US Small Cap ETF DFAS 0.01% 1.07M 0.26%
9 Invesco RAFI US 1500 Small-Mid ETF PRFZ 0.01% 150.2K 0.34%
10 Vanguard Extended Market ETF VXF 0.00% 3.30M 0.05%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
1.80
Bullish
Ratio by volume
1.80
Bullish
Buys
9
Sells
5
Shares acquired
9.0K
Shares disposed
5.0K
Cash buys
Cash sales
Net activity
+4,000
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-05-05 Taylor Nicholle Renee Director / Officer J-Other D Restricted Stock Grant 1,000 0.00 0 D
2026-05-05 TAYLOR DIAN C Director A-Award A Restricted Stock Grant 1,000 0.00 1,000 D
2026-05-05 Rossi Salvatore J JR Director J-Other A Class A Non-voting Common Stock 1,000 31.41 31.4K 1,000 D
2026-05-05 Houghton Michael Director J-Other D Restricted Stock Grant 1,000 0.00 0 D
2026-05-05 EISENBREY JOHN R JR Director J-Other D Restricted Stock Grant 1,000 0.00 0 D
2026-03-23 TAYLOR DIAN C Director S-Sale D Class A Non-voting Common Stock 1,000 31.25 31.3K 103,021 D
2026-03-20 TAYLOR DIAN C Director S-Sale D Class A Non-voting Common Stock 2,000 31.00 62.0K 104,021 D
2026-03-19 TAYLOR DIAN C Director S-Sale D Class A Non-voting Common Stock 2,000 31.00 62.0K 106,021 D
2025-12-31 Taylor Nicholle Renee Director / Officer 0 0.00 0
2025-12-31 THAEDER JOHN M Officer 0 0.00 0
2025-12-31 TAYLOR DIAN C Director 0 0.00 0
2025-12-31 SPACHT DAVID B Officer 0 0.00 0
2025-12-31 Finch Jennifer Leigh Officer 0 0.00 0
2025-12-31 DiNunzio Joseph A Officer 0 0.00 0
2025-12-31 Anderson Pierre A Officer 0 0.00 0
2025-12-22 TAYLOR DIAN C Director S-Sale D Class A Non-voting Common Stock 2,224 31.97 71.1K 38,450 I
2025-12-19 TAYLOR DIAN C Director S-Sale D Class A Non-voting Common Stock 2,224 31.73 70.6K 40,674 I
2025-09-16 SPACHT DAVID B Officer A-Award A Restricted Stock Grant 750 0.00 750 D
2025-09-16 Kelly Raymond T. Officer A-Award A Restricted Stock Grant 750 0.00 750 D
2025-09-16 KONSTANSKI DANIEL Officer A-Award A Restricted Stock Grant 750 0.00 750 D
2025-09-16 Finch Jennifer Leigh Officer A-Award A Restricted Stock Grant 750 0.00 750 D
2025-09-16 Emerson Courtney A Officer A-Award A Restricted Stock Grant 750 0.00 750 D
2025-09-16 Anderson Pierre A Officer A-Award A Restricted Stock Grant 1,000 0.00 1,000 D
2025-08-28 THAEDER JOHN M Officer S-Sale D Class A Non-voting Common Stock 1,000 33.37 33.4K 20,592 D
2025-08-22 THAEDER JOHN M Officer S-Sale D Class A Non-voting Common Stock 1,000 33.49 33.5K 21,592 D
2025-08-21 THAEDER JOHN M Officer S-Sale D Class A Non-voting Common Stock 1,000 32.92 32.9K 22,592 D
2025-07-01 Rossi Salvatore J JR Director A-Award A Restricted Stock Grant 1,000 0.00 1,000 D
2025-05-06 Taylor Nicholle Renee Director / Officer J-Other A Class A Non-voting Common Stock 1,000 37.07 37.1K 25,948 D
2025-05-06 TAYLOR DIAN C Director J-Other A Class A Non-voting Common Stock 1,000 37.07 37.1K 108,021 D
2025-05-06 Houghton Michael Director J-Other A Class A Non-voting Common Stock 1,000 37.07 37.1K 3,000 D
2025-05-06 EISENBREY JOHN R JR Director J-Other A Class A Non-voting Common Stock 1,000 37.07 37.1K 55,751 D
2025-05-06 BIEDERMAN KENNETH R Director J-Other D Restricted Stock Grant 1,000 0.00 0 D
2025-05-05 Taylor Nicholle Renee Director / Officer A-Award A Restricted Stock Grant 1,000 0.00 1,000 D
2025-05-05 TAYLOR DIAN C Director A-Award A Restricted Stock Grant 1,000 0.00 1,000 D
2025-05-05 Houghton Michael Director A-Award A Restricted Stock Grant 1,000 0.00 1,000 D
2025-05-05 EISENBREY JOHN R JR Director A-Award A Restricted Stock Grant 1,000 0.00 1,000 D
2024-12-31 Taylor Nicholle Renee Director / Officer 0 0.00 0
2024-12-31 THAEDER JOHN M Officer 0 0.00 0
2024-12-31 TAYLOR DIAN C Director / Officer 0 0.00 0
2024-12-31 SPACHT DAVID B Officer 0 0.00 0
2024-12-31 Finch Jennifer Leigh Officer 0 0.00 0
2024-12-31 DiNunzio Joseph A Officer 0 0.00 0
2024-12-31 Anderson Pierre A Officer 0 0.00 0
2024-05-09 Taylor Nicholle Renee Director / Officer J-Other A Class A Non-voting Common Stock 1,000 54.88 54.9K 24,948
2024-05-09 TAYLOR DIAN C Director / Officer J-Other D Restricted Stock Grant 1,000 0.00 0
2024-05-09 Houghton Michael Director J-Other A Class A Non-voting Common Stock 1,000 54.88 54.9K 2,000
2024-05-09 EISENBREY JOHN R JR Director J-Other D Restricted Stock Grant 1,000 0.00 0
2024-05-09 BIEDERMAN KENNETH R Director J-Other D Restricted Stock Grant 1,000 0.00 0
2024-05-06 Taylor Nicholle Renee Director / Officer A-Award A Restricted Stock Grant 1,000 0.00 1,000
2024-05-06 TAYLOR DIAN C Director / Officer A-Award A Restricted Stock Grant 1,000 0.00 1,000
2024-05-06 Houghton Michael Director A-Award A Restricted Stock Grant 1,000 0.00 1,000
2024-05-06 EISENBREY JOHN R JR Director A-Award A Restricted Stock Grant 1,000 0.00 1,000
2024-05-06 BIEDERMAN KENNETH R Director A-Award A Restricted Stock Grant 1,000 0.00 1,000
2023-12-31 Taylor Nicholle Renee Director / Officer 0 0.00 0
2023-12-31 THAEDER JOHN M Officer 0 0.00 0
2023-12-31 TAYLOR DIAN C Director / Officer 0 0.00 0
2023-12-31 SPACHT DAVID B Officer 0 0.00 0
2023-12-31 Finch Jennifer Leigh Officer 0 0.00 0
2023-12-31 DiNunzio Joseph A Officer 0 0.00 0
2023-12-31 Anderson Pierre A Officer 0 0.00 0
2023-12-20 Taylor Nicholle Renee Director / Officer S-Sale D Class A Non-voting Common Stock 4,750 42.82 203.4K 23,948
2023-12-14 THAEDER JOHN M Officer S-Sale D Class A Non-voting Common Stock 2,500 43.81 109.5K 23,592
2023-11-21 THAEDER JOHN M Officer S-Sale D Class A Non-voting Common Stock 200 42.18 8.4K 26,092
2023-09-20 THAEDER JOHN M Officer S-Sale D Class A Non-voting Common Stock 500 45.87 22.9K 26,292
2023-08-10 Emerson Courtney A Officer P-Purchase A Class A Non-voting Common Stock 10 45.96 459.60 10
2023-05-09 Taylor Nicholle Renee Director / Officer A-Award A Restricted Stock Grant 1,000 0.00 1,000
2023-05-09 TAYLOR DIAN C Director / Officer A-Award A Restricted Stock Grant 1,000 0.00 1,000
2023-05-09 Houghton Michael Director A-Award A Restricted Stock Grant 1,000 0.00 1,000
2023-05-09 EISENBREY JOHN R JR Director A-Award A Restricted Stock Grant 1,000 0.00 1,000
2023-05-09 BIEDERMAN KENNETH R Director A-Award A Restricted Stock Grant 1,000 0.00 1,000
2023-05-03 Taylor Nicholle Renee Director / Officer J-Other D Restricted Stock Grant 1,000 0.00 0
2023-05-03 TAYLOR DIAN C Director / Officer J-Other D Restricted Stock Grant 1,000 0.00 0
2023-05-03 Houghton Michael Director J-Other A Class A Non-voting Common Stock 1,000 45.58 45.6K 1,000
2023-05-03 EISENBREY JOHN R JR Director J-Other D Restricted Stock Grant 1,000 0.00 0
2023-05-03 BIEDERMAN KENNETH R Director J-Other A Class A Non-voting Common Stock 1,000 45.58 45.6K 23,875
2022-12-31 Taylor Nicholle Renee Director / Officer 0 0.00 0
2022-12-31 THAEDER JOHN M Officer 0 0.00 0
2022-12-31 TAYLOR DIAN C Director / Officer 0 0.00 0
2022-12-31 SPACHT DAVID B Officer 0 0.00 0
2022-12-31 DiNunzio Joseph A Officer 0 0.00 0
2022-12-14 TAYLOR DIAN C Officer X-InTheMoney D Non-qualified Stock Option (Right to Buy) 1,019 0.00 0
2022-12-13 TAYLOR DIAN C Officer S-Sale D Class A Non-voting Common Stock 853 55.59 47.4K 105,021
2022-12-12 TAYLOR DIAN C Officer X-InTheMoney A Class A Non-voting Common Stock 110 21.86 2.4K 105,131
2022-12-09 TAYLOR DIAN C Officer X-InTheMoney A Class A Non-voting Common Stock 4,768 21.86 104.2K 109,789
2022-11-17 Taylor Nicholle Renee Officer P-Purchase A Class B Common Stock 535 50.00 26.8K 281,674
2022-11-17 BIEDERMAN KENNETH R Director X-InTheMoney D Non-qualified Stock Option (Right to Buy) 3,396 0.00 0
2022-11-04 Kelly Raymond T. 0
2022-11-04 Emerson Courtney A Officer 0 0.00 0
2022-10-03 KONSTANSKI DANIEL Officer 0 0.00 0
2022-09-16 TAYLOR DIAN C Director / Officer X-InTheMoney D Non-qualified Stock Option (Right to Buy) 6,750 22.66 153.0K 0
2022-09-16 BIEDERMAN KENNETH R Director X-InTheMoney D Non-qualified Stock Option (Right to Buy) 3,354 21.86 73.3K 3,396
2022-08-26 Taylor Nicholle Renee Director / Officer X-InTheMoney A Class A Non-voting Common Stock 6,750 22.66 153.0K 25,698
2022-08-11 EISENBREY JOHN R JR Director X-InTheMoney D Non-qualified Stock Option (Right to Buy) 6,750 21.86 147.6K 0
2022-05-04 WYER WILLIAM C Director J-Other A Class A Non-voting Common Stock 1,000 40.11 40.1K 20,500
2022-05-04 Taylor Nicholle Renee Director / Officer J-Other D Restricted Stock Grant 1,000 0.00 0
2022-05-04 TAYLOR DIAN C Director / Officer J-Other D Restricted Stock Grant 1,000 0.00 0
2022-05-04 EISENBREY JOHN R JR Director J-Other A Class A Non-voting Common Stock 1,000 40.11 40.1K 52,751
2022-05-04 BIEDERMAN KENNETH R Director J-Other D Restricted Stock Grant 1,000 0.00 0
2022-05-03 Taylor Nicholle Renee Director / Officer J-Other D Restricted Stock Grant 1,000 40.11 40.1K 0
2022-05-03 TAYLOR DIAN C Director / Officer A-Award A Restricted Stock Grant 1,000 0.00 1,000
2022-05-03 Houghton Michael Director A-Award A Restricted Stock Grant 1,000 45.58 45.6K 1,000
2022-05-03 EISENBREY JOHN R JR Director J-Other D Restricted Stock Grant 1,000 40.11 40.1K 0
2022-05-03 BIEDERMAN KENNETH R Director A-Award A Restricted Stock Grant 1,000 45.58 45.6K 1,000
2022-03-23 TAYLOR DIAN C Director / Officer X-InTheMoney D Non-qualified Stock Option (Right to Buy) 6,750 19.01 128.3K 0
2022-03-18 Anderson Pierre A Officer S-Sale D Class A Non-voting Common Stock 628 48.00 30.1K 0
2022-03-16 WYER WILLIAM C Director X-InTheMoney A Class A Non-voting Common Stock 6,750 19.01 128.3K 26,250
2022-03-16 Taylor Nicholle Renee Director / Officer X-InTheMoney A Class A Non-voting Common Stock 2,000 19.01 38.0K 19,948
2022-03-14 BIEDERMAN KENNETH R Director X-InTheMoney A Class A Non-voting Common Stock 6,750 22.66 153.0K 28,625
2021-12-31 Taylor Nicholle Renee Director / Officer 0 0.00 0
2021-12-31 THAEDER JOHN M Officer 0 0.00 0
2021-12-31 TAYLOR DIAN C Director / Officer 0 0.00 0
2021-12-31 SPACHT DAVID B Officer 0 0.00 0
2021-12-31 Finch Jennifer Leigh Officer 0 0.00 0
2021-12-31 DiNunzio Joseph A Officer 0 0.00 0
2021-12-31 Anderson Pierre A Officer 0 0.00 0
2021-12-07 Taylor Nicholle Renee Director / Officer X-InTheMoney A Class A Non-voting Common Stock 4,750 19.01 90.3K 22,698
2021-06-22 Taylor Nicholle Renee Director / Officer W-Will A Class B Common Stock 1,154 0.00 281,139
2021-05-14 TAYLOR DIAN C Director / Officer X-InTheMoney A Class A Non-voting Common Stock 3,020 19.06 57.6K 107,041
2021-05-10 TAYLOR DIAN C Director / Officer X-InTheMoney D Non-qualified Stock Option (Right to Buy) 1,595 19.06 30.4K 3,020
2021-05-07 Taylor Nicholle Renee Director / Officer X-InTheMoney D Non-qualified Stock Option (Right to Buy) 1,597 19.06 30.4K 0
2021-05-07 TAYLOR DIAN C Director / Officer X-InTheMoney A Class A Non-voting Common Stock 500 19.06 9.5K 104,521
2021-05-06 WYER WILLIAM C Director J-Other D Restricted Stock Grant 1,000 0.00 0
2021-05-06 Taylor Nicholle Renee Director / Officer J-Other D Restricted Stock Grant 1,000 0.00 0
2021-05-06 TAYLOR DIAN C Director / Officer J-Other D Restricted Stock Grant 1,000 0.00 0
2021-05-06 EISENBREY JOHN R JR Director J-Other D Restricted Stock Grant 1,000 0.00 0
2021-05-06 BIEDERMAN KENNETH R Director J-Other A Class A Non-voting Common Stock 1,000 35.01 35.0K 21,875
2021-05-04 WYER WILLIAM C Director A-Award A Restricted Stock Grant 1,000 0.00 1,000
2021-05-04 Taylor Nicholle Renee Director / Officer A-Award A Restricted Stock Grant 1,000 0.00 1,000
2021-05-04 TAYLOR DIAN C Director / Officer A-Award A Restricted Stock Grant 1,000 0.00 1,000
2021-05-04 EISENBREY JOHN R JR Director A-Award A Restricted Stock Grant 1,000 0.00 1,000
2021-05-04 BIEDERMAN KENNETH R Director A-Award A Restricted Stock Grant 1,000 0.00 1,000
2021-03-23 TAYLOR DIAN C Director / Officer X-InTheMoney A Class A Non-voting Common Stock 1,635 19.06 31.2K 104,656
2021-03-23 Anderson Pierre A Officer S-Sale D Class A Non-voting Common Stock 821 39.03 32.0K 606
2021-03-22 Taylor Nicholle Renee Director / Officer P-Purchase A Class B Common Stock 67 38.75 2.6K 279,985
2021-03-17 WYER WILLIAM C Director X-InTheMoney A Class A Non-voting Common Stock 6,750 19.06 128.7K 25,250
2021-03-16 EISENBREY JOHN R JR Director S-Sale D Class A Non-voting Common Stock 13,500 41.52 560.5K 50,751
2020-12-31 Taylor Nicholle Renee Director / Officer 0 0.00 0
2020-12-31 THAEDER JOHN M Officer 0 0.00 0
2020-12-31 TAYLOR DIAN C Director / Officer 0 0.00 0
2020-12-31 SPACHT DAVID B Officer 0 0.00 0
2020-12-31 Randall Karl G. Officer 0 0.00 0
2020-12-31 Finch Jennifer Leigh Officer 0 0.00 0
2020-12-31 DiNunzio Joseph A Officer 0 0.00 0
2020-12-31 Anderson Pierre A Officer 0 0.00 0
2020-12-18 Taylor Nicholle Renee Director / Officer S-Sale D Class A Non-voting Common Stock 5,153 38.50 198.4K 16,948
2020-12-17 BIEDERMAN KENNETH R Director X-InTheMoney A Class A Non-voting Common Stock 2,391 19.01 45.5K 23,266
2020-12-11 BIEDERMAN KENNETH R Director X-InTheMoney A Class A Non-voting Common Stock 984 19.01 18.7K 21,859
2020-12-09 BIEDERMAN KENNETH R Director X-InTheMoney A Class A Non-voting Common Stock 3,375 19.01 64.2K 24,250
2020-05-28 BIEDERMAN KENNETH R Director S-Sale D Class A Non-voting Common Stock 3,375 35.14 118.6K 20,875
2020-05-15 Taylor Nicholle Renee Director / Officer X-InTheMoney A Class A Non-voting Common Stock 180 18.61 3.3K 17,128
2020-05-12 Taylor Nicholle Renee Director / Officer X-InTheMoney A Class A Non-voting Common Stock 6,570 19.06 125.2K 20,518
2020-05-11 BIEDERMAN KENNETH R Director X-InTheMoney A Class A Non-voting Common Stock 3,375 19.06 64.3K 24,250
2020-05-08 WYER WILLIAM C Director J-Other D Restricted Stock Grant 1,000 0.00 0
2020-05-08 Taylor Nicholle Renee Director / Officer J-Other D Restricted Stock Grant 1,000 0.00 0
2020-05-08 TAYLOR DIAN C Director / Officer J-Other A Class A Non-voting Common Stock 1,000 36.11 36.1K 103,021
2020-05-08 EISENBREY JOHN R JR Director J-Other D Restricted Stock Grant 1,000 0.00 0
2020-05-08 BIEDERMAN KENNETH R Director J-Other D Restricted Stock Grant 1,000 0.00 0
2020-05-06 WYER WILLIAM C Director A-Award A Restricted Stock Grant 1,000 0.00 1,000
2020-05-06 Taylor Nicholle Renee Director / Officer A-Award A Restricted Stock Grant 1,000 0.00 1,000
2020-05-06 TAYLOR DIAN C Director / Officer A-Award A Restricted Stock Grant 1,000 0.00 1,000
2020-05-06 EISENBREY JOHN R JR Director A-Award A Restricted Stock Grant 1,000 0.00 1,000
2020-05-06 BIEDERMAN KENNETH R Director A-Award A Restricted Stock Grant 1,000 0.00 1,000
2020-04-23 TAYLOR DIAN C Director / Officer X-InTheMoney A Class A Non-voting Common Stock 6,750 18.61 125.6K 102,021
2020-03-18 WYER WILLIAM C Director X-InTheMoney A Class A Non-voting Common Stock 4,750 18.61 88.4K 22,250
2019-12-31 Taylor Nicholle Renee Director / Officer 0 0.00 0
2019-12-31 THAEDER JOHN M Officer 0 0.00 0
2019-12-31 TAYLOR DIAN C Director / Officer 0 0.00 0
2019-12-31 SPACHT DAVID B Officer 0 0.00 0
2019-12-31 Randall Karl G. Officer 0 0.00 0
2019-12-31 Finch Jennifer Leigh Officer 0 0.00 0
2019-12-31 DiNunzio Joseph A Officer 0 0.00 0
2019-12-31 Anderson Pierre A Officer 0 0.00 0
2019-11-11 WYER WILLIAM C Director X-InTheMoney D Non-qualified Stock Option (Right to Buy) 2,000 18.61 37.2K 4,750
2019-05-17 BIEDERMAN KENNETH R Director S-Sale D Class A Non-voting Common Stock 1,000 35.99 36.0K 19,875
2019-05-08 WYER WILLIAM C Director A-Award A Restricted Stock Grant 1,000 0.00 1,000
2019-05-08 Taylor Nicholle Renee Director / Officer A-Award A Restricted Stock Grant 1,000 0.00 1,000
2019-05-08 TAYLOR DIAN C Director / Officer A-Award A Restricted Stock Grant 1,000 0.00 1,000
2019-05-08 EISENBREY JOHN R JR Director A-Award A Restricted Stock Grant 1,000 0.00 1,000
2019-05-08 BIEDERMAN KENNETH R Director A-Award A Restricted Stock Grant 1,000 0.00 1,000
2019-05-02 WYER WILLIAM C Director J-Other A Class A Non-voting Common Stock 1,000 38.51 38.5K 17,500
2019-05-02 Taylor Nicholle Renee Director / Officer J-Other D Restricted Stock Grant 1,000 0.00 0
2019-05-02 TAYLOR DIAN C Director / Officer J-Other D Restricted Stock Grant 1,000 0.00 0
2019-05-02 EISENBREY JOHN R JR Director J-Other D Restricted Stock Grant 1,000 0.00 0
2019-05-02 BIEDERMAN KENNETH R Director J-Other A Class A Non-voting Common Stock 1,000 38.51 38.5K 20,875
2019-03-20 Taylor Nicholle Renee Director / Officer X-InTheMoney A Class A Non-voting Common Stock 6,750 15.26 103.0K 14,198
2019-03-20 BIEDERMAN KENNETH R Director X-InTheMoney A Class A Non-voting Common Stock 2,073 18.61 38.6K 21,948
2019-03-18 BIEDERMAN KENNETH R Director X-InTheMoney A Class A Non-voting Common Stock 4,677 18.61 87.0K 24,552
2018-12-31 Taylor Nicholle Renee Director / Officer I Class A Non-voting Common Stock 0 0.00 1,170
2018-12-31 THAEDER JOHN M Officer 0 0.00 0
2018-12-31 TAYLOR DIAN C Director / Officer 0 0.00 0
2018-12-31 SPACHT DAVID B Officer 0 0.00 0
2018-12-31 Randall Karl G. Officer 0 0.00 0
2018-12-31 Finch Jennifer Leigh Officer 0 0.00 0
2018-12-31 DiNunzio Joseph A Officer 0 0.00 0
2018-12-31 Anderson Pierre A Officer 0 0.00 0
2018-09-23 Houghton Michael Director 0 0.00 0
2018-08-14 BIEDERMAN KENNETH R Director S-Sale D Class A Non-voting Common Stock 1,000 37.00 37.0K 19,875
2018-05-10 Taylor Nicholle Renee Director / Officer X-InTheMoney A Class A Non-voting Common Stock 1,302 18.43 24.0K 7,448
2018-05-03 WYER WILLIAM C Director J-Other D Restricted Stock Grant 1,000 0.00 0
2018-05-03 Taylor Nicholle Renee Director / Officer J-Other A Class A Non-voting Common Stock 1,000 38.10 38.1K 6,146

Executive team

Top executives
EBIT / Employee
145.4K
Shares Outstanding
10.29M

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)

No proxy statements available for this company yet.

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-07 8-K
2026-05-06 8-K
2026-05-06 4
2026-05-06 4
2026-05-06 4
2026-05-06 4
2026-05-06 4
2026-04-07 SC 13G/A
2026-04-01 10-K/A
2026-03-26 SC 13G/A

Executive team

NameTitleCompensationGender
Nicholle R. Taylor President, Chief Executive Officer, Senior Vice President of Investor Relations & Chair of Board 652.4K female
Joseph A. DiNunzio CGMA Executive Vice President & Corporate Secretary 591.3K male
David Spacht Chief Financial Officer 557.8K male
Jennifer L. Finch Corporate Treasurer & Senior Vice President of Finance 474.1K female
John Thaeder Senior Vice President of Operations 439.4K male
Courtney A. Emerson General Counsel & Secretary female
Pierre A. Anderson Senior Vice President & Chief Information Officer male
ESG Rating
C+
REGULATED WATER
2008
E (Environmental)
52.3 / 78.3
Company / Sector avg.
S (Social)
49.1 / 83.1
Company / Sector avg.
G (Governance)
40.3 / 78.2
Company / Sector avg.
ESG Total
47.3 / 79.9
Company / Sector avg.
ESG Score History REGULATED WATER
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits